Building Focus and Visibility: Squire Dental’s RCM Journey with InsideDesk
Use algorithms to process the image and extract important features from it
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Use machine learning to classify the image into different categories
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Filter the images based on a variety of criteria, such as color, texture, and keywords
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Automatically group similar images together and apply a common label across them
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Convert the extracted features into a vector representation of the image
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Headquarters: New Jersey
DSO Size: 27 locations throughout the U.S.
When Elizabeth Davis stepped into her role as Vice President of RCM and Payer Strategy, she saw an organization full of opportunity and knew InsideDesk could be a key driver of change. With 22 dental locations operating independently and five centralized offices, there was a clear chance to bring consistency, strengthen accountability, and improve collections through smarter, more focused RCM processes.
“There was no one in my seat before I came,” Davis explains. “They had all these offices working independently, and leadership didn’t yet have someone deeply focused on revenue cycle management. They wanted to understand where the money was and what potential revenue was still out there but they needed a way to see that clearly.”
By leveraging InsideDesk’s real-time reporting, claims prioritization, and easy-to-use interface, the organization has shifted from a loosely connected network of offices into a more strategic, measurable, and results-driven operation, turning potential into performance.
When something’s overwhelming, nothing gets done, InsideDesk lets us filter down to just one area, see improvement, and celebrate that win. Morale went up, collections went up, and suddenly the work didn’t feel impossible anymore.
-Elizabeth Davis, VP of RCM and Payer Strategy
Building Focus and Visibility
With a mix of centralized and decentralized operations, many locations were still managing their own RCM alongside daily patient care. This often meant claims management competed with other priorities, and without full central oversight, it was challenging for leadership to gain a clear, system-wide view of which accounts were most at risk.
Traditional reporting methods only added to the challenge. Aging reports could stretch to 20 pages, leaving staff unsure where to start. “That’s where InsideDesk made a difference,” Davis says.
“Instead of asking the team to tackle everything at once, we could focus them on the highest-impact claims first. It instantly made the work feel more achievable.”
The Turning Point: InsideDesk and the Power of Small Wins
InsideDesk became the bridge between office teams and leadership. By breaking the workload into manageable priorities and showing progress in real time, the team transformed how they approached collections.
“When something’s overwhelming, nothing gets done,” Davis explains. “InsideDesk lets us filter down to just one area, see improvement, and celebrate that win. Morale went up, collections went up, and suddenly the work didn’t feel impossible anymore.”
The platform proved especially valuable during acquisitions. When acquiring a new practice, Davis could now instantly identify the largest problem areas and guide the office toward targeted goals. Instead of feeling buried under backlogs, teams could see exactly where to start and quickly make measurable progress.
The Impact: Accountability, Transparency, and Faster Collections
For Davis, InsideDesk’s reporting has been a transformative asset. The platform offers a clear, real-time view of team productivity, making it simple to celebrate high performers and provide targeted support where it’s needed most.
“It’s one thing to talk about performance; it’s another to show the data in a way everyone can see and understand,” she says. “InsideDesk makes accountability transparent—and that empowers the whole team to succeed.”
Since April, the number of denied claims has continued to decrease, a reflection of the team’s improved focus and ability to address the most urgent issues first. Because InsideDesk syncs directly with their PMS, Elizabeth can validate every number. She’s used other reporting tools in the past, but often found it difficult to trace numbers back to their source. With InsideDesk, the connection is clear, and the accuracy is trusted by both leadership and the offices.
Daily visibility has also shifted the culture. Teams can track their progress toward goals without waiting for quarterly reviews, eliminating surprises and fostering ownership of results.
One of the most tangible results has been reducing their collection days by 11 days, a shift that not only accelerated cash flow but also meant collecting more into the office on a daily basis. This improvement has freed up working capital and given the team greater momentum in meeting and exceeding their revenue targets.
Lessons Learned: Driving Change in a Decentralized Environment
While InsideDesk has been instrumental in creating better processes, Davis acknowledges that adoption in decentralized offices takes persistence. Many staff members have worked the same way for decades, and introducing new tools can feel like a disruption.
The key, she says, is in how it’s presented: “InsideDesk isn’t about replacing what you know. It’s about making your work easier and helping you succeed faster.”
That approach has paid off, especially in high-growth environments. For DSOs acquiring multiple practices, Davis believes InsideDesk is one of the most valuable tools available: “When you need to identify problems fast and clean them up quickly, InsideDesk is a game-changer. It gives leadership instant visibility and gives the team a clear, focused path to results.”
